Wanted to generate a Quote/Invoice from within CRM On Demand, without having to do a custom implementation? If yes then you can actually do it leveraging reports.
Note:This trick that I am going to showcase would enable you to only create a quote in a pdf/html, and not a full blown quote management functionality. This would be useful for those business whose aim is to just generate invoices and send it over, and maybe save it as an attachment manually to keep records.
Below is what you see how it would look like. You would have a related section on your Opportunity Detail page (Bill in the below Screen shot). And all the details regarding the Contact, Product lines etc would be pulled from the Opportunity record automatically.
Now you can click on the printer friendly option and then take a print out and send it over or email it
Once you have created your Report for Invoice, you can create a Custom Web Applet in Opportunity which would show the quotes for the respective Opportunity.
Below is a sample final output of the report:-
This trick can be modified in variety of ways to attain your specific requirements!
Hope this helps, do leave your comments/feedback or any questions.
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Note:This trick that I am going to showcase would enable you to only create a quote in a pdf/html, and not a full blown quote management functionality. This would be useful for those business whose aim is to just generate invoices and send it over, and maybe save it as an attachment manually to keep records.
Below is what you see how it would look like. You would have a related section on your Opportunity Detail page (Bill in the below Screen shot). And all the details regarding the Contact, Product lines etc would be pulled from the Opportunity record automatically.
Now you can click on the printer friendly option and then take a print out and send it over or email it
Now how you can create this kind of a report? It can be done using the Narrative Section while creating reports.
You put your HTML in the Narrative section to get the desired template for your invoices
Below is a sample final output of the report:-
This trick can be modified in variety of ways to attain your specific requirements!
Hope this helps, do leave your comments/feedback or any questions.
Do like us on our Facebook Page:
Hello Kunal,
ReplyDeleteI am new to CRM and learning on the job. I came across your blog while I was researching on the options to generate a quote from the Opportunity record.The sample report you have provided exactly meets my requirement along with the option to save it as an attachment under that opportunity as well as email the Quote document. Can you please send me the detailed steps to accomplish this. It would be of a great help to em.My email id is skjahan@gmail.com